ENGAGE
Explore the Real-World
Benefits of ESOP
Business Transitions
At Lazear, we seek to engage business owners across the country to share the many benefits
offered by ESOPs. Here you’ll get an insider’s perspective from our team and our clients, with
podcasts, videos, thought leadership, industry news, and more.
National Political Strategy Firm Arena Transitions to 100% Employee Ownership Through ESOP
Arena, a full-service political advertising agency based in Salt Lake City, Utah, has transitioned to 100% employee ownership through an [...]
Lazear Advises Employee-Owned TechSource Sale to Salas O’Brien
Lazear Capital Partners (Lazear) served as the exclusive sell-side advisor to TechSource, Inc. in its sale to fellow employee-owned firm [...]
Lazear Adds Andrew Kulesza as Post-Close Advisor, Cincinnati Market Leader
Lazear Capital Partners (Lazear) announced that Andrew Kulesza has joined the firm to lead its Post-Closing Advisory Services nationwide and [...]
Time Is Running Out to Capture the 2025 Pre-Close Contribution Deduction
For business owners considering an Employee Stock Ownership Plan (ESOP), timing is everything—especially when it comes to securing the 2025 [...]
DOL Updates Enforcement Priorities, Reinforcing the Maturity of ESOPs
Employee Stock Ownership Plans (ESOPs) have been part of the U.S. business landscape for decades. Established in federal law and [...]
Lazear Advises ProTrade Steel in Becoming 100% Employee-Owned Through an ESOP
ProTrade Steel (ProTrade) is now 100% employee-owned through an Employee Stock Ownership Plan (ESOP), a milestone that secures the company’s [...]
Lazear Elevates Team Members into Expanded Leadership Roles
Lazear Capital Partners (Lazear) announced a series of promotions that reflect the firm’s continued growth and a belief in building [...]
Ontario Specialty Contracting Becomes 100% Employee-Owned in ESOP Transaction Led by Lazear
Lazear Capital Partners (Lazear) is proud to announce that it served as exclusive financial advisor to Ontario Specialty Contracting (OSC), [...]
Miles-McClellan Construction Becomes 100% Employee-Owned Through ESOP Transition
Miles-McClellan Construction (Miles-McClellan), a Columbus-based commercial construction firm, has completed its transition to a 100% employee-owned company through the establishment [...]
Lazear Expands to Denver Under the Leadership of Managing Director Andrew Fejer
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions through ESOP and M&A advisory, is expanding its [...]
Lazear Advises Encorus Group on 100% Employee Stock Ownership Plan
Lazear Capital Partners (Lazear) is proud to announce that it served as exclusive financial advisor to Encorus Group (Encorus), a [...]
Lazear Advises DiSalvo Contracting on ESOP Sale to Employees
Lazear Capital Partners (Lazear) is pleased to announce that it served as the exclusive financial advisor to DiSalvo Contracting (DiSalvo), [...]
ESOP Exit Strategies: How Employee Ownership Preserves Your Business Legacy
An Employee Stock Ownership Plan (ESOP) can provide a thoughtful path to transition ownership while preserving a company’s culture, rewarding [...]
H&B Builders Becomes Employee-Owned Through Sale to ESOP
H&B Builders, a Phoenix-based construction company, has completed a sale of the company to its employees through an Employee Stock [...]
Voltage Multipliers Inc. Transitions to Employee Ownership Through ESOP
Voltage Multipliers Inc. (VMI), a leading manufacturer of high voltage semiconductor products, has transitioned ownership to its employees through an [...]
Higley Construction Marks 100 Years with Transition to 100% Employee Ownership
Higley Construction (Higley) is now 100% employee-owned through an Employee Stock Ownership Plan (ESOP), marking a historic milestone in the [...]
Riggs Companies Becomes Employee-Owned, Strengthens Arizona’s Construction Industry
Riggs Companies (Riggs), one of the Southwest’s fastest-growing commercial concrete contractors, has transitioned to 100% employee ownership through an Employee [...]
Lazear Facilitates ACI Mechanical & HVAC Sales’ Transition to 100% Employee Ownership Through ESOP
Lazear Capital Partners (Lazear) is pleased to announce it served as the exclusive financial advisor to ACI Mechanical & HVAC [...]
Lazear Advises Beck Suppliers on Transition to 100% Employee Ownership Through ESOP
Lazear Capital Partners (Lazear) is pleased to announce it served as exclusive financial advisor to Beck Suppliers, Inc. (Beck Suppliers), [...]
Lazear Advises Scottsdale Tech Provider Interconnect, Inc. on ESOP Transition
Lazear Capital Partners (Lazear), a leading investment bank specializing in business ownership transitions, served as exclusive advisor to Interconnect, Inc. [...]
Why More Business Owners Are Selling to Their Employees
ESOP succession planning provides a flexible, tax-advantaged path for business transitions that benefits both owners and employees. Why an ESOP [...]
Lazear Expands Texas Presence with the Addition of Tommy Schulte
Lazear Capital Partners (Lazear) is expanding its national footprint across Texas with the addition of Director Tommy Schulte, who will [...]
Lazear Adds Industry Veteran Rich Gioia to Lead Western New York Market
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions through ESOP and M&A advisory, is expanding its [...]
Lazear Advises Florida Luxury Marine Dealership, Viage Group, Through ESOP Transition
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions, is pleased to announce its role as the [...]
Why Employee-Owned Companies Catch Buyers’ Eyes — and How One Just Sold for $1B
When business owners transition their companies to an Employee Stock Ownership Plan (ESOP), they’re often thinking about legacy, employee impact, [...]
Lazear Transitions TechSource to Employee-Owned Company with ESOP Formation
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
Lazear Advises Richard Heath & Associates, Inc. on Sale to Resource Innovations
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
Lazear Selected to Lead New Jersey Businesses in Transitioning to Employee Ownership
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
5 Strategies to Move Your Succession Plan Forward
Secure your legacy with five powerful ways to take control of your business succession strategy. Why Succession Planning Matters With [...]
Lazear Expands ESOP Advisory with Nashville Presence with the Addition of Glenn Shorey
NASHVILLE, TN – Lazear Capital Partners (Lazear), a premier investment banking firm specializing in employee stock ownership plans (ESOPs) and [...]
The Role of Financial Reporting in Selling a Business
Gain a competitive edge by understanding how financial reports prepared for business sale can maximize value and ensure a smooth [...]
Lazear Expands Florida Operations with Expertise with Eric Vogt
TAMPA, FL – Lazear Capital Partners, a leading investment banking firm specializing in employee stock ownership plans (ESOPs) and middle-market [...]
ESOP Considerations for Construction Companies
An ESOP introduces unique opportunities for construction companies, especially when surety bonding, financial structure, and succession planning intersect. Why Should [...]
Lazear Captial Celebrates 25 years of Creativity & Innovation
Lazear Capital Partners, a leader in ESOPs (Employee Stock Ownership Plans) and Merger & Acquisition advisory services is celebrating 25 [...]
A Step-by-Step Guide on Preparing to Sell Your Business
Selling your business is a major decision. Learn how strategic planning, strong leadership, and expert advisors can ensure a smooth [...]
The ESOP Path for Women-Owned Businesses
An ESOP can help women-owned businesses maintain certification, support succession planning, and build long-term employee value. The Impact of Women-Owned [...]
How Business Entities Shape Ownership Transitions
Choosing the right legal entity structure is the hidden key to unlocking a smooth, tax-efficient business succession that protects your [...]
Lazear Capital Expands into NY Metro with Ashley Sarokhan as Market Leader
Originally Published in New York Business Journal Lazear Capital Partners, a leading investment banking firm, is expanding into the New [...]
What Happens to Your Employees After a Succession Plan is Enacted?
When a succession plan is enacted, employees often experience shifts in compensation structures, new incentive plans, and cultural changes—especially in [...]
The Unlock: 3rd Annual Banking Insight Report
Dive into our Third Annual 2024 Banking Report, where you’ll learn what commercial lenders are thinking about this year and [...]
Episode 4: ESOPs in The Big Apple, And a Wrap Up Rudy Caligari (00:00): Lazear really, really were an amazing [...]
Episode 3: ESOPs as a Retention Strategy Paul Grove (00:00): Our assets are our people and our people have legs, [...]
Episode 2: Ownership Transfer, Hourly Employees, Bootstrap Careers Dave Phillips (00:00): … because it is a very complex process, and [...]
Episode 1: ESOP 101 With Ted Lape Host (00:01): From Lazear Capital, this is the ESOP Insider. In this four-part [...]
Why ESOPs Are a Smart Exit Strategy for Construction Business Owners
As retirement nears, construction business owners are turning to ESOPs as a strategic and employee-focused exit path. Why Construction Company [...]
The Unlock: Banking on a Good Partner
Prioritizing a bank with a strong reputation in your local or regional business community, or relying on recommendations of other [...]
Lazear Advises Wright Traffic Control in Acquisition by Genix Holdings
A multi-state Lazear team advised Wright Traffic Control (WTC) on its acquisition by Genix Holdings, a Canadian private investment firm specializing [...]
From Crisis to Opportunity: The Role of ESOPs in Addressing the Challenges of the “Silver Tsunami”
Studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition [...]
Employee Stock Ownership Plans Explained
Podcast Replay: What is an ESOP and How Does It Work?
The Benefits Of An ESOP Exit Planning For Business Owners Ted Lape, a partner with Lazear, explains what an Employee [...]
